Threadneedle Portfolio Services Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Senior staff personally approved by the FCA to hold their roles here.

Victoria Hopkins
IRN VXH00129
- [FCA CF] Material risk taker (since 1 Jan 2026)
Walter Stanley Berman
IRN WSB01016
- CF2 Non Executive Director (5 Aug 2010 to 8 Dec 2019)
Wiliam James Elliott
IRN WXE00026
- [FCA CF] Material risk taker (since 6 Jun 2022)
William David Lowndes
IRN WDL01004
- CF15 Internal Audit (28 Jan 2003 to 24 Apr 2006)
- CF14 Risk Assessment (28 Jan 2003 to 31 Dec 2004)
- CF10 Compliance Oversight (1 Dec 2001 to 21 Apr 2006)
- CF11 Money Laundering Reporting (1 Dec 2001 to 6 Jul 2006)
- CF1 Director (1 Dec 2001 to 12 Jun 2006)
William Frederick Truscott
IRN WFT01001
- CF2 Non Executive Director (23 Jun 2010 to 8 Dec 2019)
William Turner
IRN TXW01490
- CF2 Non Executive Director (25 Aug 2016 to 8 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

Warren Bradley Estates (no longer appointed)
FRN 164994 · Appointed 31 Aug 1993 · Until 26 May 2004
D.J.A Financial Planning Consultants (no longer appointed)
FRN 201644 · Appointed 12 Oct 1992 · Until 29 Sep 2004
TI Financial Services (no longer appointed)
FRN 201669 · Appointed 10 Aug 1992 · Until 1 Dec 2001
The Centre Court Partnership (no longer appointed)
FRN 193574 · Appointed 31 Mar 1992 · Until 1 Dec 2001
Starz Co UK Ltd (no longer appointed)
FRN 162704 · Appointed 3 Jan 1992 · Until 1 Dec 2001
Union Square Financial Services (no longer appointed)
FRN 159506 · Appointed 1 Jan 1992 · Until 1 Dec 2001
Wadmore Newton Associates (no longer appointed)
FRN 193230 · Appointed 7 Nov 1991 · Until 8 Apr 2004
Locpro Financial Services (no longer appointed)
FRN 191187 · Appointed 23 Sep 1991 · Until 1 Dec 2001
Danbecs Financial Consultants Limited (no longer appointed)
FRN 201645 · Appointed 14 May 1991 · Until 1 Dec 2001
Reeds Rains Limited (no longer appointed)
FRN 160170 · Appointed 13 Dec 1990 · Until 1 Dec 2001

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.